Project Lifecycle and Processes › Project Templates

Project Templates

Project templates allow you to create projects based on standard tasks and role assignments for that project type. Templates help ensure consistency and efficiency in creating projects.

The Idea Review process uses these templates to create these types of projects for you. Alternatively, you can use these templates to create projects.

You can change the templates to suit your organization demands and requirements. You can also duplicate these templates to create new project templates for each of your organization project types.

Important! To use the Major IT Project approval and gate review processes, change the names and properties of the last tasks in each phase. But do not change the IDs. The gate review process starts when tasks with the specific IDs are completed.

See the Project Management User Guide for more information.

The following project templates are included:

Application Change

The Application Change template helps manage projects to change software applications.

The Create Application Change Project process uses the project template. The process provides an automated workflow to create projects. You can also use the template to create new application change projects.

Application COTS

The Application COTS template is designed to manage Commercial Off-the-Shelf (COTS) application selection. Use this project template to manage the activities when you select a vendor to provide a new product.

The Create Application COTS Project process uses the project template. The process provides an automated workflow to create projects. You can also use the template to create application COTS projects.

IT Infrastructure Deployment

The IT Infrastructure Deployment template helps manage the deployment of an infrastructure enhancement.

The Create Infrastructure Project process uses the project template. The process provides an automated workflow to create projects. You can also use the template to create IT infrastructure deployment projects.

Major IT Project

The Major IT Project template provides a framework for the application enhancement and development processes. This template helps project manager take the project through all gate reviews.

The Create Major IT Project process uses the project template. The process provides an automated workflow to create projects and manage the approval and gate review workflows. You can also use the template to create projects. This template includes a sample work breakdown structure (WBS). The WBS has six major phases, each with subtasks.